CFO - Wealth

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Job Overview

Citi Wealth brings together the full power of Citi to serve the entire continuum of Wealth clients, from affluent to ultra-high net worth to family offices. Wealth serves ultra-high-net-worth individuals and family offices through Citi Private Bank (CPB), operates in the affluent and high-net worth segments through Citigold® and Citigold Private Client, captures wealth management in the workplace through Citi Wealth at Work and Retail Banking serves as a trusted advisor to our retail, mortgage, and small business. We also have leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Citi clients globally.

Chief Financial Officer

Reporting directly to Citi's Chief Financial Officer, this is a career-defining opportunity to serve as the strategic financial architect for Citi’s global Wealth division. We are seeking a visionary leader to co-pilot the business, transcending traditional finance to shape long-term strategy, drive transformational change, and unlock new vectors of growth.

As the CFO of Wealth, you will be a key member of the executive management team, acting as a trusted advisor to the business head. You will be empowered to influence the strategic direction of the entire Wealth franchise, from ultra-high-net-worth and family offices to the affluent client segment. This role is about more than financial oversight; it is about providing the foresight, competitive intelligence, and financial acumen to solidify Citi’s position as the leader in wealth management.

Core Mandates

1. Strategic Leadership & Business Partnership:

• Serve as the lead financial architect and strategic co-pilot to the Head of Wealth, shaping long-term business strategy and translating it into actionable financial plans that drive exceptional performance.
• Deliver data-driven, forward-looking market and competitive intelligence to identify emerging opportunities, mitigate risks, and ensure Citi Wealth maintains a dominant market position.
• Act as the primary financial counsel to senior leadership on pivotal decisions, including market entry, product innovation, capital allocation, and strategic investments.
• Represent the financial integrity and strategic vision of the Wealth business in negotiations and presentations to internal and external stakeholders, including C-suite executives and regulators.

2. Transformation & Innovation:

• Champion a culture of innovation by supporting the modernization of the finance function. Drive the adoption of AI, automation, and advanced analytics to unlock predictive insights, enhance efficiency, and create a world-class, digitally-enabled finance organization.
• Lead large-scale change initiatives, partnering with Technology and other Finance disciplines to re-engineer financial processes for greater agility, scalability, and insight.
• Challenge the status quo and drive a forward-thinking agenda that anticipates the future of finance and its role in wealth management.

3. Financial Stewardship & Performance Optimization:

• Orchestrate a sophisticated capital allocation and expense management strategy, balancing aggressive investment in growth initiatives with rigorous financial discipline to maximize profitability and shareholder return.
• Lead the financial narrative for the Wealth business, overseeing forecasting, planning, and insightful analytics that illuminate performance drivers and guide strategic adjustments.
• Uphold and enhance a robust control environment, ensuring the firm's reputation is safeguarded by embedding risk assessment and compliance into the core of all business decisions.

4. Executive Leadership & Talent Development:

• Lead, inspire, and develop a high-performing global team of senior finance professionals, setting a clear and ambitious strategic direction.
• Cultivate a world-class finance organization by attracting, retaining, and mentoring top talent, building a pipeline of future leaders for the firm.
• Foster a culture of accountability, collaboration, and excellence, empowering the team to navigate complex challenges and achieve ambitious goals.

Qualifications of the Ideal Candidate

• 15+ years of progressive financial leadership experience, with a significant portion within a large-scale Wealth Management or Private Banking institution.
• Minimum 5 years of proven CFO or equivalent experience, serving as a strategic partner to executive-level business leaders.
• A visionary leader with a proven ability to anticipate market shifts, analyze competitive landscapes, and position a business for future growth.
• Demonstrated experience in leading large-scale digital transformation and change management within a complex financial services environment.
• Deep expertise in financial stewardship, including strategic planning, capital allocation, advanced analytics, and risk management.
• Exceptional executive presence and communication skills, with the ability to influence and build consensus among a diverse range of senior stakeholders.
• Proven ability to lead and develop large, global teams of high-caliber professionals.
• Master's degree or equivalent advanced degree is highly preferred.

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Job Family Group:

Finance

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Job Family:

Finance Management

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Time Type:

Full time

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Primary Location:

New York New York United States

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Primary Location Full Time Salary Range:

$250,000.00 - $500,000.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Most Relevant Skills

Assessment, Budgeting, Business Acumen, Credible Challenge, Financial Acumen, Management Reporting, Planning and Organizing, Problem Solving, Risk Management, Stakeholder Management.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:

Apr 24, 2026

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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